OUR SERVICES
We Offer a Range of Services to Meet The Needs of Our Clients
Real Estate Financial Reporting
With over 20 years of experience, Verticals Advisory delivers specialized services tailored to the unique demands of the real estate industry. Whether you’re a fund manager, property operator, or developer, our focus is to manage your accounting, financial reporting, and compliance needs, so you can focus on scaling your investments. We help you stay aligned with investor relations, navigate complex transactions, and stay ahead of the industry’s evolving landscape.
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Consolidated Financial Statements
Just as a development’s stability depends on the strength of its columns and beams, your business’s stability depends on accurate and comprehensive financial statements. We provide meticulous reporting with detailed supporting schedules and notes to document your growth.
Investor Reporting
Our investor reporting services ensure clear communication and transparency, much like the unobstructed view from a skyscraper’s pinnacle. Services such as calculating capital calls, distributions and waterfalls, generating investor statements, and maintaining investor portals, we handle it all with precision.
Treasury, Payables & Receivables
Managing cash flows and transactions is akin to the efficient transport systems within a building. Our treasury services keep your financial operations smooth and uninterrupted.
Corporate Operations
From payroll to benefits administration, we manage the essential functions that keep your business thriving, much like the vital processes within a tree that ensure its growth.
Equity & Debt Transactions Accounting
Our transaction accounting services extend beyond basic accounting. We provide preparation and/or review in accordance with current generally accepted accounting principles (GAAP, fair value or historical) and collaborate to ensure the recording properly reflects the transaction documents and the investors’ intentions.
Valuations
Just as tree rings reveal the history and health of a tree, our valuation services coordination provide insight into the true value of your real estate and investments.
Audits & Compliance
Ensuring compliance is like maintaining the integrity of a building’s structure. Our financial statement audit readiness and REIT compliance planning services help you meet regulatory standards and safeguard your business.
Startups & Growth Advisory
For entrepreneurs in the startup or growth phase, Verticals Advisory provides guidance that is rooted in real estate industry dynamics but adaptable to any business. From setting up financial operations to providing investor relations support, we help you build a solid foundation for your business. Our team ensures that your financial systems are scalable, so they grow alongside your business without missing a beat.
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Investor Relations Guidance
Business Idea Refinement
Pitch Deck & Proposal Preparation
Business Model Establishment
Banking Setup
Accounting System Implementation
Procedures & Controls Establishment
Budgeting & Forecasting Support
Transaction Tracking
Monthly Reporting & Analysis
Financial Projections
Tax Return Coordination
Training & Education
We believe in empowering individuals and businesses with the knowledge they need to succeed. Whether you are an executive looking to improve your financial leadership, a department needing project-specific tools, or a student seeking real-world financial insights, our training and education services are designed to provide practical, actionable guidance. Verticals also partners with business programs to give students a competitive edge, marrying coursework with industry exposure.
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Executive & Team Training
Industry Best Practices
Efficiency and Accuracy Improvement
Key Financial Areas Focus
Coursework Support
Real-World Financial Concepts
Real Estate Accounting Career Awareness
Fractional Role Services
Scaling and Repairing Financial Structures. Our accounting services are designed to provide the structural support your business needs.
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Gain high-level financial expertise from a highly experienced financial reporting leader, without the full-time cost.
Let us be the support beams of your financial operations where you will receive high-touch outsourced services that feel as if you have an internal team.
We will reinforce your financial foundation, ensuring your statements are correct and meaningful.
We can tailor your accounting system to fit your unique business structure.
We provide one-time or routine financial statements compilations and reviews.
Business Consulting
In today’s dynamic market, businesses must continuously evolve to thrive. But with change often comes challenges. But each challenges is opportunities for growth—and we equip you with the advice and skills to seize them.
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Cost reduction
Industry benchmarking and best practices
Cash flow improvement
Ratio analysis
Financial literacy for business owners
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Questions
Is your business structure aligned with your goals?
Do you have the right team to reach your financial objectives?
Is your accounting system providing the information you need?
Are your internal controls robust enough to mitigate risks?
What’s your exit strategy?